Client Line Newsletter July 2024

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In this month’s Client Line Newsletter, several pertinent topics are covered:

  • Tax planning isn’t limited to year-end. Being proactive can give you a competitive edge.
  • Handling data breaches and identity theft losses
  • IRA missteps you can’t afford
  • How to avoid passing on debt to loved ones
  • Bereavement leave policy considerations for employers

Click HERE to download and view the newsletter.

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